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Nicklas Raymond Nagengast

Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. MML Investors Services, LLCJul 2019 to now
  2. Massmutual Life Insurance CoJul 2019 to now
  3. Foresters Financial ServicesMay 2018 to Aug 2018
  4. Bentley University (bentley Service Learning Center)Sep 2017 to May 2019
  5. Albany County Dept of ManagementJun 2017 to Aug 2017
  6. The Maple On the LakeJun 2016 to Aug 2019
  7. Bentley UniversityAug 2015 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

MML Investors Services, LLC

$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6954147
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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